Therese Nicklas, CFP®, CMC The Wealth Coach for Women, Inc.
- 800 Hingham St. Suite 200, Rockland, MA 02370
- (781) 413-1090
About Therese Nicklas, CFP®, CMC
I developed my wealth coaching system to help women. My specialty and passion is helping women in transition go from feeling overwhelmed and confused to empowered and optimistic about their financial future. I do this by using a holistic system that focuses on financial education and planning. My distinct approach helps clients take some of the uncertainty out of tomorrow so they can live their life by design, not default.
Since 1976, I’ve provided personalized guidance to ensure that I am a trusted resource for my clients’ financial needs. My life experiences led me to specializing in helping clients identify and articulate what keeps them up at night. Together we utilize a holistic financial life planning process that consolidates the fractured advice they may receive from multiple sources. By coordinating the services of a client’s financial team, the possibility of something significant falling through the cracks is minimized. “My Financial Life Planning process includes the whole family. By scheduling a multi-generational meeting with clients and their team of professionals, we deliver counsel so the family sees the whole picture. Your family members are very important to the process. Getting everyone on the same page is our goal to provide our clients with confidence. When the time comes for asset transfers and the implementation of final wishes, the transition will be smooth. The next generation can respect the thoughtful process used by the parents to create a legacy based on their core family values.
6 second take: Working from home is a fantastic perk for many, but how can you ensure you stay organized and focused? In the five years I’ve been self-employed, I’ve worked in multiple home offices, coffee shops, and co-working spaces. I’ve even experimented with different office layouts and strategies. These experiences have taught me what it takes to be […]
6 second take: COVID-19 changed the way Americans save spend and invest. Take note of 11 key changes from the last 6 months. 1. Record Savings RateAmericans are sitting on record cash savings amid uncertainty related to COVID-19 and the economy. The U.S. savings rate hit a record 33.5 percent in April and was 19 […]
Creating financial freedom is easier than you might think. Here are 5 simple habits that will help you get further ahead, remove money stress, and live your life by design, not by default.
The post How To Have More Money – 5 Proven Secrets You Need To Be Wealthy appeared first on Wealth Coach for Women.
- Divorced Women
- Established Professionals
- Financial Independence Retire Early (FIRE)
- Gen X
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $400+/mo
- Quarterly Fee: $1,200+/qtr
- Flat Fee: $4,800+/engagement
- Hourly Fee: $300+/hr
- AUM: 0.50%